Capturing Additional Data Within Timesheets in OpenAir
Recently we released our latest video, Capturing Additional Data Within Timesheets. In this short video we discussed:
- Explore multiple options for capturing additional data in OpenAir timesheets
- Learn how to customize timesheet fields based on your business requirements
- Understand the differences between time types, payroll types, and other available fields
- Discover options for limiting time type selections based on projects or tasks
- Gain insights into capturing hours remaining and its impact on project metrics
If you haven't had the opportunity to watch, here is the link. In less than 15 minutes you can get the inside tips for percent complete revenue options in OpenAir.
Frequently Asked Questions
Can notes be required on time entries?
Yes, within a project there is a field "Notes Required on Timesheet" that can be used to require notes on a project by project basis.
What are the ways time types can be filtered?
There are 2 ways:
- Time types can be filtered within filter sets to limit time types for users.
- Enabling the switch "Limit time types by projects", allows time types to be filtered per project. This also moves the Time Type position on the time entry after the project and task.
Other than time types, what additional data fields are able to be selected within a timesheet?
Within Timesheets-Other Settings, you can show payroll types, services and job codes.
What switches are needed to expose the "Hours Remaining" feature on time entries?
- Enable the "Hours Remaining" on tasks estimating feature
- Input planned hours for each user assigned to a task
When requiring additional data within timesheets, is there a way to default the values?
Each of the data fields can be enabled to be defaulted upon creation of the timesheet. The options are within Timesheets > Other settings.
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